LI
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Louisbourg Investments’s iShares MSCI EAFE ETF EFA Stock Holding History

Louisbourg Investments’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106K Buy
1,020
+150
+17% +$15.4K 0.02% 135
2026
Q1 		$84.5K Sell
870
-425
-33% -$42.5K 0.02% 148
2025
Q4 		$124K Sell
1,295
-75
-5% -$7.11K 0.02% 139
2025
Q3 		$128K Buy
1,370
+1,295
+1,727% +$118K 0.03% 132
2025
Q2 		$6.7K Hold
75
– – ﹤0.01% 168
2025
Q1 		$6.13K Hold
75
– – ﹤0.01% 155
2024
Q4 		$5.67K Hold
75
– – ﹤0.01% 150
2024
Q3 		$6.27K Hold
75
– – ﹤0.01% 153
2024
Q2 		$5.88K Sell
75
-300
-80% -$23.8K ﹤0.01% 149
2024
Q1 		$29.9K Hold
375
– – 0.01% 128
2023
Q4 		$28.3K Buy
+375
New +$26.5K 0.01% 131

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Louisbourg Investments's EFA Position: Q2 2026 in Review

Louisbourg Investments increased its iShares MSCI EAFE ETF (EFA) stake by 17% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,020 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #135.

Louisbourg Investments first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $128K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Louisbourg Investments held 1,020 shares of iShares MSCI EAFE ETF worth $106K as of Q2 2026.
  • Louisbourg Investments bought 150 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $15.4K.
  • iShares MSCI EAFE ETF made up 0.02% of Louisbourg Investments's portfolio in Q2 2026, its #135 holding.
  • Louisbourg Investments first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Louisbourg Investments's iShares MSCI EAFE ETF position peaked at $128K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.